INVESTMENT MANAGERS SER TR I (CHGXXXXX)
Institutional ownership reported to the SEC as of Q1 2026, across 17 quarters.
1
Reporting holders
$3.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Strategic Financial Planning, Inc. | $3.3M | 68,186 | 1.92% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 1 | $3.3M | 68,186 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $4.8K | 175,755 | 0 | 0 | 1 | 0.0% |
| Q3 2025 | 1 | $4.9K | 179,777 | 0 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $4.7K | 179,777 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 26 | $36.8M | 999,768 | 1 | 4 | 12 | 0.0% |
| Q4 2024 | 32 | $40.6M | 1,069,993 | 2 | 7 | 12 | 0.0% |
| Q3 2024 | 28 | $33.4M | 867,191 | 2 | 8 | 6 | 0.0% |
| Q2 2024 | 28 | $27.2M | 753,332 | 2 | 9 | 9 | 0.0% |
| Q1 2024 | 34 | $28.0M | 762,617 | 7 | 7 | 12 | 0.0% |
| Q4 2023 | 30 | $34.6M | 1,042,717 | 6 | 6 | 10 | 0.0% |
| Q3 2023 | 29 | $35.5M | 1,199,623 | 1 | 9 | 3 | 0.0% |
| Q2 2023 | 31 | $23.3M | 744,178 | 7 | 6 | 11 | 0.0% |
| Q1 2023 | 26 | $20.6M | 712,275 | 6 | 8 | 9 | 0.0% |
| Q4 2022 | 25 | $23.0M | 848,439 | 6 | 9 | 4 | 0.0% |
| Q3 2022 | 27 | $24.7M | 995,626 | 4 | 6 | 11 | 0.0% |
| Q2 2022 | 25 | $27.3M | 1,043,263 | 8 | 8 | 5 | 0.0% |
| Q1 2022 | 19 | $21.0M | 669,276 | 19 | 0 | 0 | 0.0% |